SPL
SG icon

Superior Planning, LLC’s Sweetgreen SG Stock Holding History

Superior Planning, LLC’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$612 Buy
+69
New +$477 ﹤0.01% 1850

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ibex Investors
Ibex Investors Denver, Colorado $165M AUM 12.85% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

Superior Planning, LLC's SG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Sweetgreen (SG) in Q3 2026: 69 shares worth $612. The stake represents ﹤0.01% of the portfolio and ranks #1850 among its holdings.

123 funds tracked by Wall St. Rank hold SG as of Q3 2026.

  • Superior Planning, LLC held 69 shares of Sweetgreen worth $612 as of Q3 2026.
  • Sweetgreen was a new Superior Planning, LLC position in Q3 2026.
  • Sweetgreen made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1850 holding.
  • 123 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.